UBS Financial Services, Inc. jobs

Financial Advisor Development Program – October 2025

Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our October 2025 Training Program that will prepare you to become a financial advisor.

Your development matters

The UBS Financial Advisor Development ...

Administrative Officer

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in-office, non-remote, in our Pasadena, Sherman Oaks and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel de...

Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics...

Registered Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a registered client associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• pr...

Portfolio Strategist

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Man...

Senior Strategist, Family Advisory & Philanthropy Services

Are you looking for role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care about? Are you able to develop and sustain strong relationships built on trust and mutual respect and have proven business development skills to grow the number of clients engaged with the UHNW Solutions and Social Impact offering?

Reporting to the Head of Family Advisory & Philanthropy Services in the U.S., you will...

Registered Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a [job title] to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team w...

Art Advisory Specialist

As an Art Advisory Specialist in Family Office Solutions (FOS), you partner with Private Wealth Advisors to proactively engage Family Office and Ultra High Net Worth clients and prospects with net worth of $50M and above. As part of the Art Advisory team, you will work directly with Private Wealth Advisors, clients and prospects to implement a program that offers art collection advice and select art services. This role will have an emphasis on art advice relating to estates, collection dis...

Registered Client Associate

Are you truly service oriented? Do you know how to take care of people?

We’re looking for Registered Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• prov...

Financial Advisor, UBS Wealth Advice Center

Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial advisor with a track record of success? We’re looking for someone like you, who can provide advice and counsel to our existing Wealth Advice Center clients via our digital hybrid advice model.

• build and deepen relationships in our existing client base by providing exceptional wealth ma...

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